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Welltower

1,479 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 660 increasing their positions, 440 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308M
Puts
$248M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
1151
Owl Creek Wealth Partners
Colorado
$224K
AWM
1152
Axxcess Wealth Management
California
$224K
RZH
1153
Relyea Zuckerberg Hanson
Connecticut
$223K
TW
1154
TritonPoint Wealth
Maryland
$223K
GLLW
1155
Graves Light Lenhart Wealth
Virginia
$221K
HW
1156
Hancock Whitney
Mississippi
$221K
MAM
1157
Martingale Asset Management
Massachusetts
$219K
NP
1158
NorthRock Partners
Minnesota
$219K
CA
1159
Commerce Advisors
Tennessee
$219K
AIM
1160
Arcadia Investment Management
Michigan
$218K
SP
1161
Successful Portfolios
Florida
$218K
WT
1162
Washington Trust
Rhode Island
$217K
MGIA
1163
Moneta Group Investment Advisors
Missouri
$217K
SCP
1164
Sivia Capital Partners
California
$217K
SIC
1165
Samalin Investment Counsel
New York
$217K
SC
1166
Scotia Capital
Ontario, Canada
$217K
CIA
1167
Choate Investment Advisors
Massachusetts
$216K
CFG
1168
Carter Financial Group
Illinois
$215K
APG
1169
Abacus Planning Group
South Carolina
$215K
FNT
1170
First National Trust
Pennsylvania
$215K
CRC
1171
Curi RMB Capital
Illinois
$214K
GWM
1172
Greenwich Wealth Management
Connecticut
$214K
MA
1173
MONECO Advisors
Connecticut
$214K
WMA
1174
West Michigan Advisors
Michigan
$213K
WA
1175
Westfuller Advisors
New York
$212K